Victory Capital Management’s Bank of Montreal BMO Stock Holding History

Victory Capital Management’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,483	Closed	-$1.04M	–	2488
2023 Q4	$1.04M	Sell	10,483 -1,576	-13%	-$132K	﹤0.01%	1700
2023 Q3	$1.02M	Hold	12,059	–	–	﹤0.01%	1645
2023 Q2	$1.09M	Sell	12,059 -1,981	-14%	-$175K	﹤0.01%	1625
2023 Q1	$1.25M	Buy	+14,040	New	+$1.33M	﹤0.01%	1576
2020 Q1	–	Sell	-50,000	Closed	-$3.88M	–	3702
2019 Q4	$3.88M	Hold	50,000	–	–	﹤0.01%	1277
2019 Q3	$3.69M	Buy	+50,000	New	+$3.64M	﹤0.01%	1257
2019 Q2	–	Sell	-9,591	Closed	-$959K	–	1827
2019 Q1	$959K	Buy	9,591 +3,911	+69%	+$289K	﹤0.01%	1256
2018 Q4	$507K	Buy	+5,680	New	+$421K	﹤0.01%	1361

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Victory Capital Management's BMO Position: Q1 2024 in Review

Victory Capital Management sold out of Bank of Montreal (BMO) in Q1 2024, closing a stake of 10,483 shares — an estimated $1.04M sold.

Victory Capital Management first reported a position in BMO in Q4 2018 and held it in 8 quarters. The position peaked at $3.88M in Q4 2019. 493 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

Victory Capital Management reported no remaining Bank of Montreal position as of Q1 2024 after selling out during the quarter.
Victory Capital Management sold 10,483 Bank of Montreal shares in Q1 2024, an estimated $1.04M.
Victory Capital Management first reported a position in Bank of Montreal in Q4 2018 and held it in 8 quarters.
Victory Capital Management's Bank of Montreal position peaked at $3.88M in Q4 2019.
493 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Victory Capital Management's 13F filing for Q1 2024, filed 3 May 2024.